+55.8%
DOCS vs PAYC
+58.8%
-3.0%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -6.8% | +2.5% | -2.1% |
| 7D | -1.3% | -4.1% | +2.7% | 0.0% |
| 30D | +19.4% | +12.4% | +7.0% | +15.1% |
| 3M | +53.4% | +43.3% | +10.1% | +36.1% |
| 6M | +28.8% | +90.7% | -61.9% | +3.0% |
| YTD | -25.1% | +58.0% | -83.1% | -37.0% |
| 1Y | -48.1% | +37.4% | -85.5% | -54.8% |
| All | +55.8% | +58.8% | -3.0% | +18.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYC.
Daily Out/Under-Performance
Portfolio return minus PAYC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded PAYC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling